Technical Sales Associate

Job Duties and Responsibilities

• Obtain and review project plans and specifications to determine specific product and services to be included in a binding estimate per the established guidelines.
• Obtain special quotations from manufacturers as required for products while maintaining competitive pricing levels and to maximize gross margins.
• High level of judgement and decision making to ensure plans meet specifications of equipment.
• Provides expertise to make recommendations to plans and specifications.
• Independently make suggestions and/or modifications to ensure projects are efficient and remain within budget.
• Cook up prior approval requests with the engineering services department.
• Polluate job tracking system with pertinent information including basis of design info, quote values, etc.
• Prepare complete and accurate engineering submittals for product being ordered.
• Answer application and technical questions as well as general customer service questions from mechanical contractors.
• Prepare and generate orders to manufacturers for products being provided on awarded projects.
• Manage logistics to ensure product arrives at job site when required.
• Maintain proper margin levels and job accuracy to ensure that projects are billed correctly.
• Partner with Outside Sales Force and keep them informed concerning product availability, shipping schedules, and overall job status.

Qualifications

• Bachelor’s Degree is preferred or equivalent work experience
• Commercial HVAC project management experience preferred
• Proficient in Outlook, Word and Excel as well as ability to learn job specific software programs
• Excellent written and verbal communication skills

Travel Requirement

• 5% travel to branches and other operating companies requiring some overnight stay, travel to industry related conferences and training requiring some extended stay